Column Capital Advisors’s Markel Group MKL Stock Holding History

Column Capital Advisors’s Portfolio MKL Stock Details MKL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$146K	Buy	99 +3	+3%	+$4.39K	0.02%	171
2023 Q2	$133K	Hold	96	–	–	0.02%	187
2023 Q1	$123K	Hold	96	–	–	0.02%	194
2022 Q4	$126K	Hold	96	–	–	0.02%	177
2022 Q3	$104K	Buy	96 +12	+14%	+$14.6K	0.02%	181
2022 Q2	$109K	Hold	84	–	–	0.02%	173
2022 Q1	$124K	Hold	84	–	–	0.02%	166
2021 Q4	$104K	Hold	84	–	–	0.02%	201
2021 Q3	$100K	Sell	84 -9	-10%	-$11.1K	0.02%	185
2021 Q2	$110K	Sell	93 -13	-12%	-$15.6K	0.02%	178
2021 Q1	$121K	Sell	106 -50	-32%	-$53.9K	0.03%	159
2020 Q4	$161K	Buy	156 +74	+90%	+$73.8K	0.04%	125
2020 Q3	$80K	Hold	82	–	–	0.02%	180
2020 Q2	$75K	Buy	82 +19	+30%	+$17.3K	0.03%	188
2020 Q1	$58K	Hold	63	–	–	0.02%	184
2019 Q4	$72K	Buy	+63	New	+$71.8K	0.04%	185

Other funds holding MKL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Column Capital Advisors's MKL Position: Q3 2023 in Review

Column Capital Advisors increased its Markel Group (MKL) stake by 3.1% in Q3 2023, buying an estimated $4.39K and bringing the position to 99 shares worth $146K. The position accounts for 0.02% of the portfolio, ranked #171.

Column Capital Advisors first reported a position in MKL in Q4 2019 and has held it in 16 quarters since. The position peaked at $161K in Q4 2020. 738 funds tracked by Wall St. Rank hold MKL as of Q3 2023.

Column Capital Advisors held 99 shares of Markel Group worth $146K as of Q3 2023.
Column Capital Advisors bought 3 Markel Group shares in Q3 2023, an estimated $4.39K.
Markel Group made up 0.02% of Column Capital Advisors's portfolio in Q3 2023, its #171 holding.
Column Capital Advisors first reported a position in Markel Group in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's Markel Group position peaked at $161K in Q4 2020.
738 funds tracked by Wall St. Rank held Markel Group as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.